Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $128B
1-Year Est. Return 29.36%
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85B
AUM Growth
+$7.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,293
New
Increased
Reduced
Closed

Top Buys

1
+$307M
2
+$303M
3
+$283M
4
CRM icon
Salesforce
CRM
+$249M
5
UBER icon
Uber
UBER
+$208M

Top Sells

1
+$393M
2
+$257M
3
+$232M
4
UNH icon
UnitedHealth
UNH
+$208M
5
ORCL icon
Oracle
ORCL
+$194M

Sector Composition

1 Technology 27.15%
2 Consumer Discretionary 13.52%
3 Financials 12.3%
4 Healthcare 12%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$232M 0.27%
73,582
+1,260
77
$232M 0.27%
413,246
+160,268
78
$230M 0.27%
278,306
+36,356
79
$229M 0.27%
2,310,102
+919,714
80
$228M 0.27%
8,141,644
-9,193,438
81
$221M 0.26%
708,691
+3,282
82
$220M 0.26%
2,340,307
-255,609
83
$219M 0.26%
3,088,805
+480,889
84
$219M 0.26%
2,906,610
-217,065
85
$216M 0.25%
258,923
+29,948
86
$213M 0.25%
26,278
-5,862
87
$208M 0.24%
2,309,323
+764,382
88
$207M 0.24%
1,585,841
+380,719
89
$194M 0.23%
3,896,305
-925,064
90
$193M 0.23%
1,638,747
-455,319
91
$189M 0.22%
803,387
+113,365
92
$188M 0.22%
1,726,306
-463,039
93
$187M 0.22%
+2,742,969
94
$181M 0.21%
2,290,836
-171,226
95
$177M 0.21%
1,130,651
+28,067
96
$175M 0.21%
6,814,374
+6,343,605
97
$174M 0.21%
913,507
+244,805
98
$171M 0.2%
6,165,723
+515,637
99
$170M 0.2%
1,542,609
+1,030,100
100
$168M 0.2%
484,868
+32,643
2 3
4
5 6